Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
13,415
+2,265
+20% +$77.6K 0.02% 921
2025
Q1
$413K Buy
11,150
+9,341
+516% +$346K 0.02% 876
2024
Q4
$70K Sell
1,809
-997
-36% -$38.6K ﹤0.01% 1239
2024
Q3
$98.4K Buy
2,806
+623
+29% +$21.9K 0.01% 1080
2024
Q2
$80.7K Buy
2,183
+505
+30% +$18.7K 0.01% 1132
2024
Q1
$66.1K Sell
1,678
-617
-27% -$24.3K 0.01% 1227
2023
Q4
$109K Buy
2,295
+209
+10% +$9.89K 0.01% 945
2023
Q3
$86.8K Buy
2,086
+605
+41% +$25.2K 0.01% 964
2023
Q2
$53.9K Buy
1,481
+937
+172% +$34.1K 0.01% 1221
2023
Q1
$16.7K Sell
544
-749
-58% -$23K ﹤0.01% 1790
2022
Q4
$35.4K Sell
1,293
-1,323
-51% -$36.2K ﹤0.01% 1375
2022
Q3
$89K Buy
2,616
+2,178
+497% +$74.1K 0.01% 761
2022
Q2
$12K Buy
438
+351
+403% +$9.62K ﹤0.01% 1580
2022
Q1
$3K Sell
87
-28
-24% -$966 ﹤0.01% 2103
2021
Q4
$4K Sell
115
-16
-12% -$557 ﹤0.01% 1988
2021
Q3
$5K Buy
131
+16
+14% +$611 ﹤0.01% 1903
2021
Q2
$5K Sell
115
-21
-15% -$913 ﹤0.01% 1871
2021
Q1
$5K Buy
136
+28
+26% +$1.03K ﹤0.01% 1824
2020
Q4
$4K Hold
108
﹤0.01% 1789
2020
Q3
$2K Buy
108
+56
+108% +$1.04K ﹤0.01% 1879
2020
Q2
$1K Sell
52
-6
-10% -$115 ﹤0.01% 2161
2020
Q1
$1K Sell
58
-173
-75% -$2.98K ﹤0.01% 2060
2019
Q4
$8K Hold
231
﹤0.01% 1978
2019
Q3
$8K Hold
231
﹤0.01% 1831
2019
Q2
$7K Hold
231
﹤0.01% 1918
2019
Q1
$7K Hold
231
﹤0.01% 1795
2018
Q4
$8K Hold
231
﹤0.01% 1483
2018
Q3
$11K Hold
231
﹤0.01% 1252
2018
Q2
$9K Hold
231
﹤0.01% 1330
2018
Q1
$9K Hold
231
﹤0.01% 1324
2017
Q4
$9K Hold
231
﹤0.01% 1236
2017
Q3
$10K Hold
231
﹤0.01% 1194
2017
Q2
$6K Buy
231
+185
+402% +$4.81K ﹤0.01% 1304
2017
Q1
$1K Buy
+46
New +$1K ﹤0.01% 1908
2016
Q1
Sell
-56
Closed 2012
2015
Q4
$0 Hold
56
﹤0.01% 1722
2015
Q3
$0 Buy
+56
New ﹤0.01% 1399